BodeTree

If you are a user of Xero and BodeTree, tell us how you are getting on and your experience so far. Any tips?

About BodeTree

Secure funding for your company based off your financial data. See the financial health of your company and gain necessary insight to grow. For more information, check out BodeTree.

Tip

Remember if you have questions or need assistance with BodeTree, this is not the best place to ask - this forum is for reviews and feedback only.For general support, get in touch with BodeTree or this page for information on connecting BodeTree to Xero.

Thanks for reaching out. As my support team mentioned, our bank connection service is working as expected across our user base. Generally, when an individual has difficulty connecting it's due to trouble searching for the exact right bank. Some banks, such as Chase, have multiple connection points. The best way for us to help point you in the right direction is to chat on the phone for a few moments. Please let me know when you're available.

Emailed support but they did not provide a solution and required me to schedule a meeting to resolve. I didn't have time to work through their issues which I felt we're on their end. I was able to connect to Xero and Chase fine using other solutions.

Insight, business intelligence, tools you need to see where you have been so you can know where you are going. Xero doesn't provide these natively, enter BodeTree. I've followed these developers for the past 3 years and wow they have grown up and I'm so glad they came to Xero.

Look into your past and build projections for the future. They're even working on some capital fund raising capabilities so who knows where they'll go next. Support is very friendly and the owner is very hands-on.